Client vetting

Before we show you
a single property.

Most brokerages start with a search box. We start with you. This questionnaire is how we understand your goals, your timeline, how the purchase is funded, where you want to be and what the home has to be — so the first properties you see are the right ones, graded at today's asking price against what you actually need.

Start the questionnaire ~10 minutes · private
What clients receive
STEAL

Rare. Asset and price both clear the bar by a wide margin at today's ask.

GREAT

Clears the bar on quality and price at the current asking price.

SLEEPER

Fair at ask, with upside most buyers miss. Often the first to become a deal when the seller moves.

SOLID

Fair value at today's asking price. Worth considering.

SOFT

The ask is ahead of the asset. Not a no — there is a number at which this becomes an opportunity.

Every grade at today's asking price · exclusive to XI Realty clients

The purpose

Why we ask first.

Fewer properties, better ones

DealRadar™ grades every active listing across South Florida. Without knowing what you actually need, that read is just a list. With it, the list becomes the six homes worth your Saturday.

Grades against your yardstick

A SLEEPER for a seven-year hold is a SOFT for a two-year flip. Timeline, financing and purpose change what a fair price is — so we ask before we grade for you.

A stronger position at the table

Knowing your cash position, your deadlines and your walk-away points before the first offer is how we negotiate from strength rather than from hope.

Access is by invitation

DealRadar™ comes with representation, not a sign-up form. This questionnaire is how the conversation about representation begins.

The process

Three steps.

Google
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Reply
< 1 day
business day
Access
Invitation
clients only
  1. 01

    Ten minutes, nine short steps

    Contact, goals, timeline, budget and financing, locations, the property, and — only if they apply — the boat, the horses and the investment case.

  2. 02

    We read it. Personally.

    One of us calls within a business day. Not an assistant, not a drip campaign — the conversation picks up where your answers left off.

  3. 03

    Then the properties

    If we are the right advisory for you, you see the full DealRadar™ read on every candidate before your first offer.

The questionnaire

Tell us what you're actually looking for.

Step 1 of 7~10 min

01 · About you

Who we're speaking with.

Contact details first, so the rest of this reaches the right person and nothing here is anonymous.

Private · never shared

Know who you're working with

Follow the work.

Vetting runs both ways. Our profiles, reviews and the record behind them are public — read them before you decide we are the right advisory for you.

561-565-6686nicolasdiaz@xi-realty.com
1200 N Federal Hwy, Suite 200 · Boca Raton, FL 33432
Questions buyers ask

About the vetting process

Why does XI Realty vet buyers before showing property?
Because a recommendation is only as good as our understanding of the person it is for. The questionnaire captures goals, timeline, budget, financing position, preferred locations, property type, lifestyle requirements and must-haves so that every property we bring forward is one you could actually buy and would actually want. It also makes the first conversation substantive rather than introductory.
Do I have to share financial details?
Only a purchase range and how the purchase is funded — cash, financing, a mix, or exchange proceeds — and whether proof of funds is ready. No statements, no account numbers. Everything you share is private and never sold or shared outside XI Realty.
What happens after I submit?
One of the two of us reads your answers and calls within one business day. If we are the right fit, we set up representation and you receive the DealRadar™ read — STEAL, GREAT, SLEEPER, SOLID or SOFT, at today's asking price — on every property we discuss.
I'm not ready to buy yet. Should I still fill it in?
Yes. Tell us your timeline honestly — twelve months out is a perfectly good answer. The market picture we build for you starts the day you tell us what you are looking for, not the day you are ready to offer.
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